$3.9 trillion
In invested assets globally
As of 12/31/2022
Today’s economy is complex. That’s why our team offers a complete vision for managing wealth. Through our highly consultative process, we will help you clarify your current financial situation, identify challenges and create a comprehensive plan. A full suite of services not only tackles the issues you face today but also helps you plan strategically for the future.
We will lead the effort to develop one integrated approach by working closely with your other trusted advisors and our network of specialists. Backed by the extensive resources of UBS, we offer investment management, advanced planning and relationship management focused entirely on you, your family and your business.
We work to help you grow and preserve wealth, establish your legacy and share your values for generations to come.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager